SomeJuan
Member
Taking a nap…
Posts: 321
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Post by SomeJuan on Sept 24, 2012 19:04:42 GMT -8
moltenfire,
The great interface that AFB2 offers, is readily available elsewhere at minimal to no cost. The current URL is the debilitating factor. It is not sufficient for the import of the board, and the collective wisdom.
And if the decision is made to stay with Proboards, a unique URL is a piece of cake, they offer that service of hosting custom domain names. I truly believe we/you folks should make a relatively quick decision on this for continuity reasons alone.
2 more cents
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Post by mbeauch on Sept 24, 2012 19:05:00 GMT -8
Lstream, with the vitriol surrounding AFB1, I agree. A complete and utter separation is in the boards best interest, it just should not be aaplfinanceboard2.proboards.com. I will not delineate the obvious reasons, as they are apparent. When you have 250 of the greatest AAPL investor minds, they deserve a proper URL, as do the folks that might rely on our/your collective wisdom. If there is no going back, lets move forward. Smartly, and with a will. I gave it my best shot last week. Bottom line, this is Lovey's Place and whatever she wants to call it, so be it. I still like Lovey's Place.
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Post by prazan on Sept 24, 2012 19:07:10 GMT -8
As usual, Horace gives some of the best analysis of what's going on with the 5 million reported sales. From PED's invaluable Tech Fortune Apple 2.o blog: tech.fortune.cnn.com/category/apple-2-0/?iid=T_SubAsymco's Horace Dediu, who had predicted first weekend sales of 6 million, offered five points by e-mail: 1. They were only able to offer 25% more units over the launch weekend than what they could offer with the 4S. That implies that either they are not fully ramped or their ramp started later than last year. This could be because it's a new product vs. last year's modest changes from the 4 or it could be that they are constrained on components. 2. In retrospect it seems they knew they would be constrained in the opening because they did not expand the footprint from last year. The country count went up by 2 but did not add big countries. 3. The demand is far higher than last year given the higher number of pre-orders and anecdotal counts of people waiting in line. 4. The capex story implies that production should be at double the rate from last year, but that does not help with launch. If they produce twice as much but have half the lead time then the product on hand is the same as last year. I suspect the ramp is a bit slower than they had hoped. The press release seems apologetic about them not being able to meet demand. 5. They are more aggressive in terms of country launches by end of year so maybe they will make up for the shortfalls during the fourth.
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Post by lovemyipad on Sept 24, 2012 19:08:30 GMT -8
I bought JAN'15 850/900. I like this trade. 4x, low margin hit, and conservative target price. But how did you wrestle with the bid/ask spread? I usually avoid legging in, even when this far out. Capa, I just stuck my limit smack in the middle of the bid-ask (12.00), and the next time I looked, it had filled.
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icam
Member
Posts: 447
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Post by icam on Sept 24, 2012 19:09:06 GMT -8
I think I will shut my computer down and go watch some football - I am reading blogs and people (shorts, no doubt) are coming up with such FUD....saying there are 10 deaths at Foxconn due to the riots....and that it was a mistake about where the iPhone 5 was being produced and it is at the rioting factory/dorm. Meanwhile they are either not posting links or they are posting outdated links (those that preceded today's clarification about the factory and what was being produced.) I have to tell you my head is spinning - wtf. The bears are out tonight and growling to scare everyone out! Unreal. Well I stand corrected: www.cultofmac.com/192461/foxconn-riot-much-worse-than-first-thought-10-reported-dead/Like Mav said, we're down $9 on a $700 stock price. Got to keep perspective. A 1% or 2% drop is no reason to panic....Keep your arms and hands in the car at all times. I walked away from all news sources, blogs, and chat rooms this morning when it became obvious this morning that the news flow was going FUD. I turned my focus to my investing thesis on Apple and reviewed how we just ran from $570 to $690 in the past 2 months, and revisited my long term thesis and targets. I'm ecstatic with the 20% move the past 2 months. All this doom and gloom will be a bad memory this spring when were at $850. It also helps I gave up short term trading - I don't own a crystal ball and my history arms me the knowledge that I'm a lousy short term trader. Eyes on the horizon...Eyes on the prize.
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Mav
Member
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Posts: 10,784
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Post by Mav on Sept 24, 2012 19:11:38 GMT -8
iPad's our boss here, so you know where to direct comments, suggestions, etc. My guess, as one of the TMO forum long-timers, Robert still has a sense of loyalty to the board (having been a mod with the TMO forums for about a decade and first caretaker of the AFB). Though honestly, he's got Braeburn business to attend to these days so he just visits here and there. So don't look into that too much. It's all kinds of clear to me that this group of people isn't going back to the TMO forums for the most part. Luckily, we know a good AAPL forum when we see one.
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Post by payrolldude on Sept 24, 2012 19:11:51 GMT -8
Has anyone who is not buying a new iPhone decided to load the new iOS? I'll wait a few days myself before switching, standard operating procedure—let the others shake out the bugs. As for the dip, I don't have an options account, and even a sad old odd-lotter such as I can't bring myself to buy three shares (all my risk cash would buy at this point). (edit: fat-fingered, sorry) OLR, I loaded it onto my 4S and iPad2 as soon as it announced itself as available. Upgrade was perfectly smooth, as was the apps upgrade. I put it on my 3G iPad as soon as I could. Quite smooth. The verdict is still out on the maps. I'll be traveling to Philly next week to give it the test.
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Mav
Member
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Post by Mav on Sept 24, 2012 19:12:57 GMT -8
I still like Lovey's Place. I'm still bitter about the lack of support for AAPL Tree which is the bestest AAPL forum name ever
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Post by lovemyipad on Sept 24, 2012 19:18:00 GMT -8
I don't think I could_stand_ that trade. It's a mega-LEAP where, with enough scale and bid/ask whackiness, could either be interminably slow or confusing. Remember how I mentioned that my Jan 14 BCS something was showing some extreme paper loss that looked like it was more than my actual capital investment? (They would've been up maybe 35-50% had I kept them to today.) LEAP BCSes can be a real exercise in patience. See: Me bailing out of my Jan 14 BCS today. It's not for everyone and certainly not always for impatient types like myself. Oh, I usually have other stuff to feed my impatience, plus I try to redirect my vices to SPY where I can minimize damage if I shoot myself in the foot. That's the main reason I have long-term core LEAP spreads that I don't touch until they've earned a good chunk of their theoretical ROI...just in case I otherwise blow out my accounts.
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Post by Lstream on Sept 24, 2012 19:20:12 GMT -8
Lstream, with the vitriol surrounding AFB1, I agree. A complete and utter separation is in the boards best interest, it just should not be aaplfinanceboard2.proboards.com. I will not delineate the obvious reasons, as they are apparent. When you have 250 of the greatest AAPL investor minds, they deserve a proper URL, as do the folks that might rely on our/your collective wisdom. If there is no going back, lets move forward. Smartly, and with a will. I agree with your overall point of view. This place needs a URL that reflects its value, and somehow conveys to potential new members what goes on in here.
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Post by moltenfire on Sept 24, 2012 19:20:59 GMT -8
Ditto on having a short and easy to remember URL. But deciding on a new name is like herding cats
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SomeJuan
Member
Taking a nap…
Posts: 321
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Post by SomeJuan on Sept 24, 2012 19:23:50 GMT -8
Mark,
I do agree it is Love that will make the call, but i disagree on Lovey's place. aapllove.com is available right now. I can sink my teeth into that. The URL should have a meaningful brand associated. It is all about the brand. I firmly believe "aapl" should be within the URL. I also think "finance" connotation should be involved.
A quick search shows aaplfinance.com as available as of right now. I wont squat, but if I was a decision maker, that would be where I lean at the moment. This temp URL should be viewed as near term temp only.
lovemyipad, you have been very attuned, and it turns out rightly so. Get us a decent URL! Searchable, verifiable, and continual… You should be the recordholder of whatever domain is most prudent, as she has demonstrated considerable mod/leadership skill. You can hide behind the domain as being private, if you are concerned with your identity. Get us a decent URL!
2 pence more
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Post by moltenfire on Sept 24, 2012 19:28:47 GMT -8
Aaplfinance.com sounds good to me. Afb.com isn't available, is it?
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Post by lovemyipad on Sept 24, 2012 19:29:19 GMT -8
So iPad, net add or subtract today? I'm just not feeling too nimble in this market, so I'm kind of defensive for now. Market's at a crossroads here...not sure which is next...leg up or leg down. Net...hmmm...more long, less short, same cash. I sold the bears to finance the bulls, which is optimally how it should work...none of the acrobatics of legging in/out and flipping bears into bulls... Well, not with AAPL. I did a bunch of that with SPY though...
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Post by Lstream on Sept 24, 2012 19:31:18 GMT -8
Aaplfinance.com sounds good to me. Afb.com isn't available, is it? Wouldn't AFB.com, potentially send searchers to the old place, and not this one?
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SomeJuan
Member
Taking a nap…
Posts: 321
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Post by SomeJuan on Sept 24, 2012 19:32:21 GMT -8
afb.com is taken. aaplfinance.com is available to anyone who wants it at the moment.
dos pesos
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SomeJuan
Member
Taking a nap…
Posts: 321
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Post by SomeJuan on Sept 24, 2012 19:39:24 GMT -8
I have a lot of AAPL dollars, i just reserved aaplfinance.com so that it is available.
If lovemyipad wants it, I am glad to relinquish. If not, I am out 40 bucks, and will cringe. Kidding.
As a branding person, with much experience, I might highly recommend it…
3 pennies
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SomeJuan
Member
Taking a nap…
Posts: 321
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Post by SomeJuan on Sept 24, 2012 19:42:13 GMT -8
Branding is the process of creating distinctive and durable perceptions in the minds of consumers. A brand is a persistent, unique business identity intertwined with associations of personality, quality, origin, liking and more. Read more here… www.namedatlast.com/branding3.htm
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Sept 24, 2012 19:42:16 GMT -8
Mark, I do agree it is Love that will make the call, but i disagree on Lovey's place. aapllove.com is available right now. I can sink my teeth into that. The URL should have a meaningful brand associated. It is all about the brand. I firmly believe "aapl" should be within the URL. I also think "finance" connotation should be involved. A quick search shows aaplfinance.com as available as of right now. I wont squat, but if I was a decision maker, that would be where I lean at the moment. This temp URL should be viewed as near term temp only. lovemyipad, you have been very attuned, and it turns out rightly so. Get us a decent URL! Searchable, verifiable, and continual… You should be the recordholder of whatever domain is most prudent, as she has demonstrated considerable mod/leadership skill. You can hide behind the domain as being private, if you are concerned with your identity. Get us a decent URL! 2 pence more I agree, I love Lovey, but not "Lovey's Place." That's lame. Pick something that describes what this is, not who owns it. We are not stockholders in Steves' Inc. I'd also say that Robert seems to have chosen sides on this whole kerfuffle, apparently out of loyalty to MO's owners. But I'd remind everyone that they told us not to let the door hit us on the ass on the way out. Sometimes one has to choose sides. Just keep in mind why there are sides in the first place.
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Post by lovemyipad on Sept 24, 2012 19:43:34 GMT -8
(Love) If the decision is made to not return, I wish someone would contact Robert and let him know that his efforts over at AFB1 are of no consequence, and invite him to be an esteemed member here, or wherever the board settles permanently. Robert added way too much to ignore. Hi, macentropist! Welcome! RE: staying here, see: My PostRobert and I have been in *constant* contact throughout. I would never, ever have made a permanent break from AFB without consultation and blessings from him. Robert, as a huge favor to me, kindly stepped in to perform "clean up duty" at the old place, transitioning the former TMO/AFB into whatever it may be...or turning out the lights. On the rest re: this place...I'm getting there, I'm getting there...
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Post by lovemyipad on Sept 24, 2012 19:51:03 GMT -8
I have a lot of AAPL dollars, i just reserved aaplfinance.com so that it is available. If lovemyipad wants it, I am glad to relinquish. If not, I am out 40 bucks, and will cringe. Kidding. As a branding person, with much experience, I might highly recommend it… 3 pennies Like it. Want it. Thank you!!
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Sept 24, 2012 19:51:57 GMT -8
Over 100 million devices now running iOS6 without the google map app. No impact on Google? - 100,000,000 (for GOOG) Excellent point. Something I will tell every friend or family member who makes a map crack this week.
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Mav
Member
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Posts: 10,784
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Post by Mav on Sept 24, 2012 19:58:08 GMT -8
Nothing gets Apple 2.0/3.0 going like a little embarrassment. They've been chastened (really shoulda called it a beta, guys) and set to work and so we track Apple's progress from here. As has been mentioned elsewhere, Apple DOES have better maps in certain important locales. Like, say, China... anthonydrendel.com/blog/2012/9/24/ios-maps-and-china.html (found via Gruber)
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Post by mbeauch on Sept 24, 2012 19:58:40 GMT -8
It could be called Lovey's bar and grill for all I care. I would still come.
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Post by lovemyipad on Sept 24, 2012 19:59:47 GMT -8
NOTE TO ALL: I love you guys!!! (Above includes Phoebes, Rosie, MacZiggy, and Alice.)
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Post by Rudyo on Sept 24, 2012 20:02:51 GMT -8
I have a lot of AAPL dollars, i just reserved aaplfinance.com so that it is available. If lovemyipad wants it, I am glad to relinquish. If not, I am out 40 bucks, and will cringe. Kidding. As a branding person, with much experience, I might highly recommend it… 3 pennies Like it. Want it. Thank you!! I like it, but what happens when AAPL goes broke, is out of business and we have to start trading YHOO or some GOOG/Android/MSI/RIMM mutation??? JUST KIDDING! :-) aaplfinance.com - I like it and vote +1! I will also say while I like the proboards forum format, I would LOVE vbulletin or phpBB, and I'm SURE everyone else here would as well. Like macentropist mentioned, there are some very well developed forum platforms out there. If you adopt the url aaplfinance.com, there wouldn't be any problem making a transition to one of them. Just a thought...
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Post by lovemyipad on Sept 24, 2012 20:04:29 GMT -8
Well, today was a volatile day. I buy naked calls and so I have come to an understanding with market volatility. It has it's way with me and my stomach acids burn (...) My tummy's gonna burn for you!! Please consider sticking a put or two in there for hedge...
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SomeJuan
Member
Taking a nap…
Posts: 321
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Post by SomeJuan on Sept 24, 2012 20:04:56 GMT -8
JD and lovemyipad, and all the rest of yon folk. I did not reserve aaplfinance.com for any reason other than the last few times on boards that I recommended a domain, within minutes it was taken. I move quick, so as to keep the others at bay…
It appears love is interested, so I will move forward to transfer to her. I will admit, the domain name is very apparent, and for branding purposes of the nature of the board, spot on.
I will PM to accomplish.
Brian
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Mav
Member
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Post by Mav on Sept 24, 2012 20:05:57 GMT -8
IS THERE A -100 SMITE BUTTON!!! I MUST FIND IT! Oh hey Rudyo
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Post by stkstalker on Sept 24, 2012 20:12:20 GMT -8
Well, today was a volatile day. I buy naked calls and so I have come to an understanding with market volatility. It has it's way with me and my stomach acids burn (...) My tummy's gonna burn for you!! Please consider sticking a put or two in there for hedge... No spreads in my Roth IRA OR Traditional IRA - just buying options and covered calls. I could always do common and covered calls, but I need some excitement in my live. I am open for examples though. The Roth is about $700,000 ATM. How could I intellegently work some purchased put into the mix?
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